Treasury Decision 9390 was issued on March 28, 2008 by the Department of Treasury. Among its provisions include the final regulations that enumerate substantive requirements for tax exemption of organizations, including measures these organizations should adopt in order to maintain their tax exempt status. To continuously enjoy this, educational, charitable and other non-profit organizations should operate with the public interest in view. These organizations should familiarize themselves of this development to avoid revocation of their exempt status.
The Knowledge Congress assembles a panel of experts to fully discus what this new regulation is all about. Keynote speakers from leading industries and government regulators are scheduled to speak in this two-hour teleconference and webinar.
Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Conference
Recommended CLE/CPE Hours: 2.0
(Please note, your State Bar or Accounting Board will make the final determination with respect
to continuing education credit.)
Advance Preparation: Print and review course materials
Course Code: 083762
Rick Speizman
National Partner-In-Charge, Exempt Organizations Tax Practice (ExoTax)
Alexander Reid
Associate
Douglas M. Mancino
Partner
Rick Speizman, National Partner-In-Charge, Exempt Organizations Tax Practice (ExoTax), KPMG LLP
** Speaker Agenda to be added soon.. **
Douglas M. Mancino, Partner, McDermott Will & Emery LLP
** Speaker Agenda to be added soon.. **
Alexander Reid, Associate, Skadden, Arps, Slate, Meagher & Flom LLP
- What are "private benefit," "private inurement," and "excess benefit transactions," and how do they impact the tax-exempt status
of charitable organizations under section 501(c)(3) of the Internal Revenue Code?
» What is the effect of repeated or multiple excess benefit transactions on the tax-exempt status of an organization?
» When is an excess benefit transaction "de minimis" or "significant" in relation to the size and scope of an organization’s activities?
» Can an organization lose its tax-exempt status while it is in the process of contesting a determination by the Internal Revenue Service that an excess benefit transaction has occurred?
» Best practices: How can an organization prevent excess benefit transactions from occurring, and what can an organization do to protect itself from losing tax-exempt status?
- Tax Attorneys for non profits
- Managing Directors & Presidents
- Finance & Accounting for non profits
- Accountants
- Financial Officers
- Senior Officers
- Tax-exempt Auditors
This is a must attend event to hear the up-to-the-minute updates on TD 9390.
- New guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A